Quant Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6250 Cr | ₹3612 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2007 | 09 Jan 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 73% | % |
Expense Ratio | 1.8 | 1.9 |
Manager | Aditya Khemani | Sanjeev Sharma |
ISIN Code | INF205K01247 | INF966L01341 |
Exits Load | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | 7.5% | 8.15% |
6 Month | -12.16% | -17.67% |
1 Year | 14.71% | -2.25% |
3 Year | 20.24% | 17.05% |
5 Year | 26.25% | 29.97% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | -5.71% | -6.71% |
1 Year | -5.14% | -19.49% |
3 Year | 22.28% | 15.33% |
5 Year | 20.89% | 19.87% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 13.52% | - |
3 Year | 14.27% | - |
5 Year | 14.77% | - |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.64% | 16.673% |
Sharp | 0.75% | 0.777% |
Beta | 0.97% | 1.094% |
Alpha | 2.65% | 4.454% |
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Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Aditya Khemani | Sanjeev Sharma |
Total AUM | ₹12070 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 2.24 | 12.41 |
Large Cap | 34.77 | 46.43 |
Mid Cap | 44.77 | 40.82 |
Small Cap | 18.22 | 0.34 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 0.27 | 12.41 |
Communication Services | 1.96 | 1.8 |
Consumer Cyclical | 23.77 | 6.97 |
Healthcare | 13.77 | 6.82 |
Real Estate | 6.66 | - |
Financial Services | 27.46 | 14.03 |
Basic Materials | 4.9 | 9.3 |
Industrials | 10.04 | 16.07 |
Consumer Defensive | 2.25 | 18.28 |
Technology | 8.91 | - |
Energy | - | 9.95 |
Utilities | - | 4.37 |
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